+1,575.9%
GE vs FLEX
+5,341.7%
-3,765.8%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +12.0% | -8.2% | +1.2% |
| 7D | +6.3% | -7.2% | +13.4% | +7.4% |
| 30D | +8.9% | -34.8% | +43.6% | +18.2% |
| 3M | -9.2% | -35.6% | +26.4% | -1.5% |
| 6M | +13.2% | -45.0% | +58.2% | +25.5% |
| YTD | +9.4% | +29.4% | -20.0% | -1.8% |
| 1Y | +9.8% | +24.8% | -15.0% | -0.9% |
| 3Y | +278.2% | +304.4% | -26.2% | +158.4% |
| 5Y | +396.0% | +484.1% | -88.1% | +209.9% |
| 10Y | +162.4% | +640.4% | -478.1% | +47.5% |
| All | +1,575.9% | +5,341.7% | -3,765.8% | +569.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded FLEX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling